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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

973 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 378 increasing their positions, 322 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+75
Holders Change %
+8.35%
% of All Funds
17.13%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
1.51%
New
138
Increased
378
Reduced
322
Closed
56
Calls
$6.13M
Puts
$8.08M
Net Calls
-$1.95M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$631M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
3
HighTower Advisors
HighTower Advisors
Illinois
+$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$81.9M
5
CFM
Comprehensive Financial Management
California
+$62.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.6M
2
Comerica Bank
Comerica Bank
Texas
-$41.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$40.4M
4
SGAM
Stephens Group Asset Management
Arkansas
-$39.3M
5
FI
FormulaFolio Investments
Michigan
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIG
626
Ellenbecker Investment Group
Wisconsin
$498K -$219K -1,322 -31%
TWA
627
TCI Wealth Advisors
Arizona
$495K -$112K -674 -18%
GC
628
Gibson Capital
Pennsylvania
$494K – – –
GC
629
Grimes & Company
Massachusetts
$489K – – –
PHS
630
Pekin Hardy Strauss
Illinois
$488K +$32.3K +195 +7%
DWT
631
Dorsey & Whitney Trust
South Dakota
$487K +$145K +879 +43%
SWM
632
Selective Wealth Management
Virginia
$486K -$80.8K -488 -14%
EFSCE
633
Enterprise Financial Services Corp (EFSC)
Missouri
$484K -$26.8K -162 -5%
VCP
634
Vista Capital Partners
Oregon
$482K -$175K -1,054 -27%
MW
635
Marcum Wealth
Ohio
$482K -$18.1K -109 -4%
CA
636
Calton & Associates
Florida
$480K +$78.1K +471 +19%
SF
637
Synovus Financial
Georgia
$478K -$726K -4,379 -60%
RA
638
Resolute Advisors
California
$477K +$1.82K +11 +0.4%
TWP
639
Tempus Wealth Planning
California
$476K +$476K +2,877 New
KTM
640
Keeler Thomas Management
Utah
$475K -$18.4K -111 -4%
BFC
641
Bedel Financial Consulting
Indiana
$471K -$10.9K -66 -2%
RWI
642
Red Wave Investments
Pennsylvania
$470K +$30.3K +183 +7%
GT
643
Glenview Trust
Kentucky
$465K – – –
IGGA
644
Iron Gate Global Advisors
Utah
$464K +$464K +2,802 New
BWP
645
Baldwin Wealth Partners
Massachusetts
$462K – – –
EPWM
646
Essex Private Wealth Management
Massachusetts
$458K – – –
UBS AM
647
UBS AM
Illinois
$454K – – –
AWM
648
Atticus Wealth Management
Florida
$453K -$9.43K -57 -2%
RMA
649
Roffman Miller Associates
Pennsylvania
$447K -$15.4K -93 -3%
NF
650
Nikulski Financial
Iowa
$446K +$828 +5 +0.2%
24 25
26
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